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APLD reports $3.0 billion capex and $116 million in revenue, Michael A. Gayed notes

APLD reports $3.0 billion capex and $116 million in revenue, Michael A. Gayed notes
APLD capex and revenue under scrutiny

Michael A. Gayed raises concerns about APLD’s capital expenditure and revenue expectations. He highlights that the company reported $3.0 billion of capex last year and anticipates $116 million in revenue this quarter, with only one earnings beat in the last seven quarters.

Gayed questions whether APLD’s capex guidance continues to assume that debt remains cheap, despite the 10-year yield returning to levels last seen in 2002.

Gayed recently commented on ACN’s latest quarter, noting Q3 revenue rose 6% while bookings declined 2%. He indicated that increased AI adoption may not translate to higher customer budgets. Earlier, he warned that a slowdown in AI growth could be linked to a potential market crash.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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